Overview
- Roblox reported Q3 revenue of about $1.36 billion versus roughly $1.70 billion expected, sending the stock down around 10% to 15% during Thursday trading.
- Bookings rose 70% to $1.92 billion as daily active users climbed 70% to 151.5 million and hours engaged jumped 91% to 39.6 billion.
- The company guided Q4 revenue to $1.35 billion to $1.40 billion and raised full‑year targets to $4.82 billion to $4.87 billion in revenue and $6.56 billion to $6.61 billion in bookings.
- Management flagged capital expenditures of about $468 million for the year and cautioned that higher DevEx rates plus safety and infrastructure investments could pressure operating margins.
- Creator payouts accelerated with $427.9 million in the quarter and over $1 billion year‑to‑date, as the top 1,000 creators averaged about $1.1 million and growth skewed toward users aged 13+ alongside viral hits such as Grow a Garden.